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Benjamin has experience and expertise ranging from investment management to wealth planning. As a natural leader, Benjamin has consistently demonstrated an ability to discover and implement creative strategies for both the firm’s growth and operational efficiency. He is an equity partner and a key member of our Investment Policy Committee, at the core of making decisions to benefit client results. Benjamin regularly contributes to Strategy Updates, in addition to other market-related publications and public speaking events. He serves as a Private Client Advisor to a select group of clients.
Benjamin graduated from Gettysburg College with a Bachelor of Arts in Economics and played for the Bullets lacrosse team, which set a program record for wins. He holds a Master of Science (MS) degree in Financial Analysis from the University of San Francisco, School of Management.
Outside of the office, Benjamin can be found outdoors or traveling with his family. He enjoys live music on any occasion. Benjamin is based out of our Greenwich, CT office.